Job description
Benefits and pay range: Benefits includes health, vacation, holiday pay. Dental, vision, and 401K also available. Generous compensation based on industry standards.
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Responsibilities and Duties:
- Provide and manage excellent customer service
- Be aware of the client’s journey
- Be aware of the client’s challenges
- Mentor and train other staff members by providing guidance and serving as a professional role model
- Review complex federal income tax returns, final review and sign
- Proactively interact with clients to gather information, resolve problems, and make recommendations for business and process improvements
- Coordinate with partners regarding staff and firm matters
- Develop new client relationships
- Evolve existing client relationships
- Promote and demonstrate a sound understanding of firm purpose, brand promise and core values
- Identify problems, propose and implement solutions to firm related matters
- Advanced problem solving and communication skills
- Advanced leadership skills
- Sound understanding of business of accounting rather than practice of accounting
- Strong understanding of firm’s marketing plan and practice
- Advanced knowledge of tax laws
- Expert ability to apply tax and accounting knowledge to client problems
- Able to read and understand technical forms and financial reports
- Proficiency with research tools
- CPA License current and in good standing
- Five to eight years or more of related experience
- Demonstrate ability to plan and organize projects
Requirements and Qualifications:
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